Jennifer L Gugliemotto
Investment adviser representative at Savvy
11 yearsExperience
1 stateRegistered in
$5BFirm assets
4 yearsFirm in business
Are you Jennifer L Gugliemotto? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- SavvyOct 2025 to now
- Edward JonesJul 2024 to Aug 2025
- The Huntington Investment CompanyJan 2024 to Jun 2024
- American Sign StudioOct 2023 to Oct 2023
- Comresource/ ExpressMay 2023 to Sep 2023
- Edward JonesDec 2018 to Apr 2023
- ExpressApr 2018 to Dec 2018
- N/aDec 2017 to Apr 2018
- Target CwJul 2017 to Dec 2017
- N/aApr 2017 to Jul 2017
- HomageDec 2015 to Apr 2017
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (OH).
Savvy
Legal name: Savvy Advisors, Inc.
$5BAssets managed
4,613Clients
209Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7057465
- Firm CRD
- 318493